Service & Client Offering

Aligning Your Needs With Our Services
We understand that where you are today financially will help determine the best  path  to  achieving  your  goals.    So  whether  you’re  a  seasoned  small   business owner, just starting to invest, or managing a complex substantial portfolio,  we’ll  create  an  investment  strategy  tailored  for  your  specific  needs   and circumstances.

When  you  work  with  CCG,  we’ll  create  an  investment  strategy  designed  to   advance  and  protect  your  portfolio.  It’s  a  key  part  of  a  comprehensive  financial   plan that examines where you currently stand financially, your investment time horizon and tolerance for risk, your short- and long-term goals, and the kind of legacy you want to leave for generations to come.

Our investment strategy for you will include a tailored combination of the following services to fit your specific needs:

Investments

  • Money Markets
  • Common Stock
  • Municipal Bonds
  • Corporate Bonds
  • Government Securities
  • Treasury Notes
  • Annuities
  • ETFs (Exchange-Traded Funds)
  • Mutual Funds
  • Alternative Investments

Financial Planning & Education

  • Comprehensive Financial Plans
  • Educational IRA
  • Retirement Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Modular plans for college, estate, budgeting, stock options, insurance, and more.

Insurance Planning

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Liability
  • Health

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Coastal Capital Group, Inc.,
a Registered Investment Advisor and separate entity from LPL Financial.

The LPL registered representative associated with this site may only discuss and/or transact securities with residents to the following states:
AZ CA CO CT FL HI IL MA MD ME MI NC NH NJ NY OH PA RI SC TX VA VT WA